In other words, allow for the difference in ages to collect social security and incomes.
Posts Tagged ‘wife’s’
Is there a retirement calculator that includes a husband and wife’s financial information together?
29
Apr
What vendor should I use for my wife’s 403b?
19
Apr
She is in her 3rd year of teaching, and has put off for too long setting up her 403b. I am currently trying to set it up for her, but am not sure what vendor to use. For me, I have a 401k which i have through Fidelity and Standard Investments, both of which are not options through her district. Any advice on which of the following companies would be best to go with, I would appreciate it. It also has the option to go with multiple vendors, but not sure why or if i should do that. Thank you so much. Here is the list:
-Oppenheimer Funds
-ING Life Insurance & Annuity
-The Variable Annuity Life Insurance Company
-Horace Mann Companies
-Galic Disbursing Company
-Ameriprise Financial Services Inc.
-Metropolitan Life Insurance Company
-The Legend Group – ADSERV
-Lincoln Investment Planning Inc.
-First Investors Corporation
-Commonwealth Annuity and Life Insurance Company, for itself, Protective Life & Kemper Investors Life
-Thrivent Financial for Lutherans
-Waddell & Reed Financial Services
-AXA Equitable
-Security Benefit Group of Companies
-Securities America
Can I use my wife’s tax deferred annuity in which we no longer contribute to pay off loan on my 401K account?
02
Mar
If yes, will this avoid paying taxes or penalty since the funds would move from one tax deferred account into another?